Commercial mortgages, acquisition/ development/construction loans, working capital loans, term loans, capital call lines of credit, letters of credit, tailored securities-backed loans, custom credit strategies.Learn More
Checking, online banking and billpay, CDs, money markets; residential mortgages, securities-backed loans; operating accounts and online cash management. FDIC insurance into the tens of millions.Learn More
Risk-based portfolio diagnostics, including legacy assets held across all firms, Investment policy development, Custom strategic and tactical allocation, Multi-asset portfolio construction including alternative investments, real estate, Objective manager research and bespoke investment analysis, Economic and market commentary.Learn More
Estate and tax planning across full range of strategies, tax situs advice, asset protection strategies, selection of administrative trustees in favorable jurisdictions, philanthropic planning, executor services, pre-liquidity risk assessment and strategic planning, family wealth education.Learn More
Tax Alert: Here We Go Again?
As readers of these Tax Alerts are aware, many tax proposals and “scares” emanate from Washington which cause much consternation, sometimes prophylactic, proactive tax planning, and yet in the end do not come to fruition. The current poster child being last year’s tax law legislation that continues to flounder on…Learn More Read More In the Media
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Fieldpoint Private puts clients first, always. With customized options, our team will help you strengthen and sustain your assets in a way that helps you reach your goals, grow your wealth and simplify your life so you can get back to doing what you love most.
Our advisors and bankers work across the United States, and are committed to being accessible and communicative.
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